13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001080351
申報總市值
US$6.6億
US$6.6億
117 檔
25.7%
在 Q4 2025 的 13F 官方備案中，Mitchell Capital Management Co 管理的美股投資組合規模來到 US$6.6億，整體持股檔數為 117 檔。
數據顯示 Mitchell Capital Management Co 於 Q4 2025 季度持續回收資金，對 18 個既有部位進行裁減並清倉 11 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 , MSFT, GOOG）累計市值佔比達 25.7%，是驅動 Mitchell Capital Management Co 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
市值: US$552.8萬
本季最大獲利了結 / 清倉標的
前期市值: US$567.7萬
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | 股票-其他 | 8.78% | — | -9.40% | ||
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.22% | -0.65% | -3.94% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.54% | +0.37% | -3.34% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.49% | -0.36% | -7.10% | |
| 5 | ✓ | 股票-其他 | 4.13% | — | -4.20% | ||
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.51% | -0.25% | -3.68% | |
| 7 | ✓ | 股票-其他 | 3.47% | — | -0.92% | ||
| 8 | ✓ | 股票-其他 | 3.07% | — | -1.65% | ||
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.30% | -0.90% | +13.08% | |
| 10 | WMT | Walmart Inc | 股票-非循環性消費 | 2.00% | -1.61% | +6.72% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.92% | +0.14% | +46.23% | |
| 12 | ✓ | 股票-其他 | 1.81% | — | -6.09% | ||
| 13 | ✓ | 股票-其他 | 1.73% | — | +0.26% | ||
| 14 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.57% | +0.30% | -2.53% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 1.55% | -0.13% | +0.15% | |
| 16 | ✓ | 股票-其他 | 1.44% | — | +0.60% | ||
| 17 | ✓ | 股票-其他 | 1.36% | — | -1.65% | ||
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 1.19% | -0.45% | -0.24% | |
| 19 | ANET | Arista Networks Inc | 股票-科技 | 1.15% | -0.43% | -5.48% | |
| 20 | APH | Amphenol Corp-cl A | 股票-科技 | 1.11% | -0.19% | +2.69% | |
| 21 | ✓ | 股票-其他 | 1.08% | — | -0.22% | ||
| 22 | AMD | Advanced Micro Devices | 股票-科技 | 1.04% | +1.47% | +1.07% | |
| 23 | ✓ | 股票-其他 | 1.04% | — | -7.03% | ||
| 24 | ✓ | 股票-其他 | 1.02% | — | -2.13% | ||
| 25 | ✓ | 股票-其他 | 1.01% | — | -4.96% | ||
| 26 | ✓ | 股票-其他 | 0.99% | — | — | ||
| 27 | HD | Home Depot Inc | 股票-循環性消費 | 0.97% | -0.99% | EXIT | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.97% | -0.05% | +0.24% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.96% | -0.28% | -8.46% | |
| 30 | ✓ | 股票-其他 | 0.93% | — | -35.96% | ||
| 31 | ✓ | 股票-其他 | 0.90% | — | -30.56% | ||
| 32 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.90% | -0.25% | -0.04% | |
| 33 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.89% | +0.10% | — | |
| 34 | ✓ | 股票-其他 | 0.87% | — | -1.17% | ||
| 35 | ✓ | 股票-其他 | 0.81% | — | -1.15% | ||
| 36 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.81% | — | — | |
| 37 | KR | Kroger Co | 股票-非循環性消費 | 0.81% | — | +59.90% | |
| 38 | ✓ | 股票-其他 | 0.80% | — | -0.39% | ||
| 39 | MLM | Martin Marietta Materials | 股票-原物料 | 0.80% | -0.21% | -32.53% | |
| 40 | UBS | UBS Group AG | 股票-金融 | 0.79% | +0.05% | -2.41% | |
| 41 | ✓ | 股票-其他 | 0.77% | — | -6.83% | ||
| 42 | ✓ | 股票-其他 | 0.76% | — | -2.72% | ||
| 43 | TOL | Toll Brothers Inc | 股票-循環性消費 | 0.76% | -0.01% | -1.62% | |
| 44 | ✓ | 股票-其他 | 0.73% | — | -36.40% | ||
| 45 | ✓ | 股票-其他 | 0.73% | — | -4.30% | ||
| 46 | ✓ | 股票-其他 | 0.72% | — | +0.46% | ||
| 47 | ✓ | 股票-其他 | 0.70% | — | -5.94% | ||
| 48 | URI | United Rentals Inc | 股票-工業 | 0.67% | +0.12% | +1.02% | |
| 49 | ✓ | 股票-其他 | 0.67% | — | -2.82% | ||
| 50 | ZURVY | Zurich Insurance Group-adr | 股票-其他 | 0.67% | -0.10% | -0.14% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.3% | -3.34% | 減碼 |
| 2 | LLY | Eli Lilly & Co | +1% | +46.23% | 加碼 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +13.08% | 加碼 |
| 4 | WMT | Walmart Inc | +0.3% | +6.72% | 加碼 |
| 5 | AMD | Advanced Micro Devices | +0.3% | +1.07% | 加碼 |
| 6 | KR | Kroger Co | +0.3% | +59.90% | 加碼 |
| 7 | ✓ | +0.3% | +125.96% | 加碼 | |
| 8 | ✓ | +0.2% | +0.26% | 加碼 | |
| 9 | ✓ | Amer Sports Inc | +0.2% | +43.42% | 加碼 |
| 10 | ✓ | +0.2% | -0.22% | 減碼 | |
| 11 | ✓ | -0.1% | -4.96% | 減碼 | |
| 12 | HD | Home Depot Inc | -0.1% | +0.30% | 加碼 |
| 13 | ANET | Arista Networks Inc | -0.1% | -5.48% | 減碼 |
| 14 | ✓ | -0.2% | -2.13% | 減碼 | |
| 15 | ✓ | -0.2% | -4.30% | 減碼 | |
| 16 | ✓ | -0.2% | -0.18% | 減碼 | |
| 17 | ✓ | -0.2% | -5.94% | 減碼 | |
| 18 | ✓ | -0.3% | -1.65% | 減碼 | |
| 19 | ✓ | -0.3% | -30.56% | 減碼 | |
| 20 | ✓ | -0.3% | -4.86% | 減碼 | |
| 21 | ADP | Automatic Data Processing | -0.3% | -73.09% | 減碼 |
| 22 | ✓ | -0.3% | -36.40% | 減碼 | |
| 23 | ✓ | -0.3% | -19.31% | 減碼 | |
| 24 | MLM | Martin Marietta Materials | -0.4% | -32.53% | 減碼 |
| 25 | MSFT | Microsoft CORP | -0.4% | -3.94% | 減碼 |
| 26 | ✓ | -0.5% | -9.40% | 減碼 | |
| 27 | ✓ | -0.5% | -35.96% | 減碼 | |
| 28 | ✓ | -0.7% | +387.50% | 加碼 | |
| 29 | ✓ | — | EXIT | 清倉 | |
| 30 | ✓ | — | NEW | 新建倉 | |
| 31 | HOOD | Robinhood Markets Inc - A | — | NEW | 新建倉 |
| 32 | CORT | Corcept Therapeutics Inc | — | EXIT | 清倉 |
| 33 | ✓ | Duolingo Inc Cl A Com | — | EXIT | 清倉 |
| 34 | ELV | Elevance Health Inc | — | NEW | 新建倉 |
| 35 | VEEV | Veeva Systems Inc-class A | — | EXIT | 清倉 |
| 36 | ✓ | — | EXIT | 清倉 | |
| 37 | ✓ | — | EXIT | 清倉 | |
| 38 | ✓ | — | NEW | 新建倉 | |
| 39 | EAT | Brinker International Inc | — | NEW | 新建倉 |
| 40 | ✓ | — | NEW | 新建倉 | |
| 41 | ✓ | — | NEW | 新建倉 | |
| 42 | XOM | Exxon Mobil CORP | — | NEW | 新建倉 |
| 43 | BRO | Brown & Brown Inc | — | EXIT | 清倉 |
| 44 | OXY | Occidental Petroleum CORP | — | EXIT | 清倉 |
| 45 | ADUS | Addus Homecare CORP | — | NEW | 新建倉 |
| 46 | ✓ | — | EXIT | 清倉 | |
| 47 | ✓ | — | EXIT | 清倉 | |
| 48 | ✓ | — | EXIT | 清倉 | |
| 49 | LVMUY | Lvmh Moet Hennessy-unsp Adr | — | NEW | 新建倉 |
| 50 | ✓ | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Mitchell Capital Management Co 在 Q4 2025 季度的美股持倉總市值約為 US$6.6億，共申報了 117 個公開持股部位。
在 Q4 2025 季度，Mitchell Capital Management Co 按市值排列的前三大核心持股分別為： (8.8%)、MSFT (6.2%)、GOOG (5.5%)。其中最大持股部位 佔據整體投資組合約 8.8% 的權重。
在 Q4 2025 季度中，Mitchell Capital Management Co 共進行了 50 項持倉異動，包含新建倉 11 個部位、加碼 10 個部位、減碼 18 個部位以及清倉 11 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。